One of the largest businesses in Cetera's broker-dealer network has strengthened its talent pool with a veteran hire from UBS.
Wilde Wealth Management Group, an independent firm within Cetera Advisors, has welcomed Drew Kliber to lead its newly formed W Family Office Division.
The new W Family Office Division will focus on serving high-net-worth clients with investable assets between $5 million and $10 million. Kliber will lead the division in offering a range of tailored wealth management and investment services.
“Drew is uniquely qualified to lead our efforts to extend Wilde Wealth’s capabilities and services to more high-net-worth and ultra-high-net-worth clients,” Trevor Wilde, founder and CEO of Wilde Wealth Management, said in a statement. “With an outstanding reputation and a proven track record of success serving clients with complex financial and investment needs, Drew is the right leader at the right time to step into this important role.”
Kliber, who previously managed nearly $400 million in assets at UBS, brings almost three decades of experience in financial services to Wilde Wealth, including roles at Smith Barney and UBS. He has also been recognized for seven consecutive years on the Forbes Best-in-State Wealth Advisors in Arizona list.
Wilde Wealth currently manages more than $3.6 billion in assets, and its advisors have been part of the Cetera Advisors network since 2007. In May, the Cetera OSJ took a pivotal step in its growth journey by elevating two longtime of its longtime advisors to its ownership group.
“The business Trevor and the team have built at Wilde Wealth is the epitome of excellence in our industry, and I’m honored to join such a respected, talented, and capable team of professionals,” Kliber said.
“High-net-worth clients have unique investment and wealth management needs, and I look forward to working in collaboration with the Wilde Wealth team to serve these clients and help them meet their financial goals.”
‘Revenge tax’ on foreign investors could be scrapped in new version.
Veteran legislator helped set the standard for derivatives regulation.
As industry edges closer to the technology, an expert explains the options.
Counting advisor moves in and out of firms requires some art as well as science.
“I'm just a big believer that based on demographics alone, we are looking at a 10-to-15 year bull market in M&A in the RIA and independent wealth space,” said Michael Belluomini, SVP of M&A at Carson Group.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
